Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron G. BrownMorgan StanleyFidelity Brokerage Services LLC04-20-2020
Frednesha Shante HammMorgan StanleyFidelity Brokerage Services LLC09-21-2018
Daniel Scott ForresterMorgan StanleyFidelity Brokerage Services LLC08-16-2018
Brady Lee GallagherMorgan StanleyFidelity Brokerage Services LLC08-16-2018
Matthew Allen PerryMorgan StanleyFidelity Brokerage Services LLC07-13-2018
Seth David FluhmanMorgan StanleyFidelity Brokerage Services LLC07-12-2018
Matthew Joseph KlenkeMorgan StanleyFidelity Brokerage Services LLC07-05-2018
Spencer M. HoutzMorgan StanleyFidelity Brokerage Services LLC04-10-2018
Brett Eugene EdwardsMorgan StanleyFidelity Brokerage Services LLC03-27-2018
Karla Kamille ThomasMorgan StanleyFidelity Brokerage Services LLC12-19-2017
Daniel Charles WaegheMorgan StanleyFidelity Brokerage Services LLC08-08-2017
Leidy Laura GonzalezMorgan StanleyFidelity Brokerage Services LLC03-28-2017
Neil M. TerryMorgan StanleyFidelity Brokerage Services LLC01-27-2017
Brian Joseph DonovanMorgan StanleyFidelity Brokerage Services LLC10-20-2016
Pearl Ariana HuntMorgan StanleyFidelity Brokerage Services LLC09-07-2016
Takunda Julius ChifokoyoMorgan StanleyFidelity Brokerage Services LLC08-29-2016
Joshua Michael HoffmanMorgan StanleyFidelity Brokerage Services LLC07-11-2016
Jeffrey Miles MontelloMorgan StanleyFidelity Brokerage Services LLC03-21-2016
Thomas Eric CowanMorgan StanleyFidelity Brokerage Services LLC02-02-2016
Marc Zachary LipnickiMorgan StanleyFidelity Brokerage Services LLC02-01-2016
Marina Vasilyevna VestMorgan StanleyFidelity Brokerage Services LLC11-19-2015
Christopher David GuzmanMorgan StanleyFidelity Brokerage Services LLC11-12-2015
Daniel Steven LeavenMorgan StanleyFidelity Brokerage Services LLC10-08-2015
Robert Anthony BurieMorgan StanleyFidelity Brokerage Services LLC08-10-2015
Ben Djelassi DjelassiMorgan StanleyFidelity Brokerage Services LLC$10007-24-2015
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Showing 1 to 25 of 42 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.